Filed September 21, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 71-0294708 | Loan Processing | $70,229 |
NESTLE USA2 years Service code 14 · EIN 95-1572209 | Plan Administrator | $62,913 |
CALFEE HALTER & GRISWOLD LLP2 years Filed as: CALFEE, HALTER & GRISWOLD Service code 29 · EIN 34-0732302 | Legal | $6,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,844 | $96,393+47.2% | $76,891+84.5% | $96,393+47.2% |
| Participation rate | 96.7% | 71.3%+25.5pp | 69.6%+27.1pp | 71.3%+25.5pp |
| Annual return | 18.09% | 22.88%-4.8pp | 37.91%-19.8pp | 22.88%-4.8pp |
| Employer contribution / active EE | $5,558 | $3,239+71.6% | $2,534+119.4% | $3,239+71.6% |
| Participant deferral / active EE | $8,231 | $5,455+50.9% | $3,833+114.7% | $5,455+50.9% |
| Admin fee / account holder | $3 | $74-96.0% | $5,488-99.9% | $74-96.0% |